Epstein File EFTA01491781: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01491781: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014917811 keyword hits

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This document is a JP Morgan account statement for Financial Trust Company Inc. for the period October 1-31, 2010, located at 270 Park Avenue, New York. The statement lists Paul Morris as Banker, Paul Barrett as Investment Specialist, Janet Young as Client Service Team member, and William Doherty III as Client Service Team member. The asset account includes sections for equity, cash and short-term investments, fixed income, convertibles, options, foreign exchange contracts, and other assets.

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client Financial Trust Company asset JP Morgan

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Equity

Excerpt 2

4 William Doherty III **Client** Service Team Cash and Short Term 7 Fixed Income 9 Convertibles 12 Options 14 Foreign Exchange Contracts 18 Other Assets 19

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 (Reviewed) For the Period 10/1/10 to 10/31/10 Asset Account J.P.